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RCDTX: AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-3 (MUTUAL FUND)
Basic Info 15.7 0(0.0%) June 06
| Asset Class: | Target Date 2021-2025 |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 02/27/2007 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 2.29% |
| Expenses | 0.32% |
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Performance Analytics (As of 05/30/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 02/27/2007 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 5.2 | 6.8 | 4.8 | 4.0 | 4.9 | 7.3 | 5.3 | 5.9 | 10.5 | -14.9 | 5.1 | 10.9 | 17.0 | -4.0 | 14.6 | 6.5 | -0.5 | 6.0 | 22.9 | 14.8 | -1.6 | 12.3 | 29.0 | -35.0 | 10.1 |
| Sharpe Ratio | NA | 0.86 | 0.54 | 0.13 | 0.25 | 0.36 | NA | 0.32 | -0.1 | 0.88 | -1.32 | 0.63 | 0.63 | 2.49 | -0.62 | 3.67 | 0.74 | -0.05 | 0.74 | 2.61 | 1.47 | -0.09 | 0.88 | 1.43 | -1.18 | 0.68 |
| Draw Down(%) | NA | 6.5 | 7.9 | 11.5 | 23.1 | 23.1 | NA | 49.1 | 4.8 | 6.9 | 19.2 | 4.9 | 19.2 | 3.2 | 11.0 | 1.2 | 6.5 | 8.8 | 5.7 | 6.3 | 8.1 | 16.5 | 10.8 | 20.4 | 44.7 | 8.6 |
| Standard Deviation(%) | NA | 9.8 | 8.2 | 8.9 | 9.1 | 9.5 | NA | 13.2 | 6.7 | 7.1 | 12.4 | 8.1 | 16.8 | 6.2 | 8.7 | 3.8 | 8.6 | 9.3 | 8.1 | 8.8 | 10.1 | 18.0 | 13.9 | 20.2 | 30.4 | 13.5 |
| Treynor Ratio | NA | 0.1 | 0.09 | 0.02 | 0.04 | 0.1 | NA | 0.07 | -0.02 | 0.07 | -0.18 | 0.25 | 0.12 | 3.03 | -0.24 | 0.16 | 0.07 | -0.01 | 0.05 | 0.21 | 0.14 | -0.02 | 0.12 | 0.31 | -0.37 | 0.09 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.02 | 0.01 | 0.05 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.03 | 0.01 |
| Beta | NA | 0.86 | 0.52 | 0.75 | 0.6 | 0.35 | NA | 0.63 | 0.43 | 0.9 | 0.89 | 0.21 | 0.86 | 0.05 | 0.23 | 0.9 | 0.92 | 0.95 | 1.09 | 1.08 | 1.07 | 1.04 | 0.99 | 0.95 | 0.97 | 1.01 |
| RSquared | NA | 0.97 | 0.54 | 0.78 | 0.6 | 0.38 | NA | 0.65 | 0.41 | 0.93 | 0.96 | 0.14 | 0.96 | 0.09 | 0.29 | 0.92 | 0.98 | 0.95 | 0.98 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.97 |
| Yield(%) | N/A | 0.0 | 2.3 | 2.0 | 1.7 | 2.7 | 4.0 | N/A | 2.4 | 2.2 | 1.5 | 0.8 | 1.5 | 3.9 | 3.5 | 2.4 | 3.0 | 5.2 | 3.4 | 2.2 | 2.8 | 2.2 | 3.0 | 2.7 | 3.2 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | 13.4 | 7.9 | -44.9 | N/A | N/A | N/A | 13.4 | 25.1 | 99.2 | -43.9 | -55.3 | 3.6 | 64.6 | -17.6 | -46.3 | 58.0 | 84.4 | -13.1 | 23.0 | -20.6 | 42.8 | -46.9 | 145.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/27/2007
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